David M. Polen - Polen Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 12, 2025 | |
| Total Stocks | 117 | |
| Portfolio Value | $31.85B |
Portfolio Overview
Comprehensive analysis of David M. Polen's investment portfolio
104
Total Holdings
$31.3B
Portfolio Value
Technology
Top Sector
9
Sectors
Investment Strategy Insights
- • David M. Polen maintains a diversified portfolio across 9 sectors
- • Top 5 holdings represent 35.3% of the portfolio
- • Largest position: AMAZON COM INC (AMZN) at 10.6%
Trends by sector
Investment Adjustments from Previous Filing
Polen Capital Management Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| ACWX ISHARES TR | 0.01% | $3,258,691 |
| WSC WILLSCOT HLDGS CORP | 0.01% | $3,250,282 |
| BDC BELDEN INC | 0.01% | $3,074,190 |
| EPAM EPAM SYS INC | 0.01% | $2,787,886 |
| TECH BIO-TECHNE CORP | 0.01% | $2,715,415 |
| IBP INSTALLED BLDG PRODS INC | 0.01% | $2,683,282 |
| WRBY WARBY PARKER INC | 0.01% | $2,681,103 |
| BL BLACKLINE INC | 0.01% | $2,667,912 |
| SITE SITEONE LANDSCAPE SUPPLY INC | 0.01% | $2,591,297 |
| ROAD CONSTRUCTION PARTNERS INC | 0.01% | $2,500,738 |
| SGOV ISHARES TR | 0.01% | $2,345,510 |
| CRM SALESFORCE INC | 0.01% | $2,215,928 |
| QLYS QUALYS INC | 0.01% | $2,108,341 |
| KNSL KINSALE CAP GROUP INC | 0.01% | $2,074,358 |
| IWM ISHARES TR | 0.01% | $2,067,095 |
| POOL POOL CORP | 0.01% | $1,788,172 |
| BLD TOPBUILD CORP | 0.00% | $1,503,708 |
| VT VANGUARD INTL EQUITY INDEX F | 0.00% | $1,270,658 |
| DT DYNATRACE INC | 0.00% | $1,259,754 |
| SKIL SKILLSOFT CORP | 0.00% | $1,099,989 |
| MORN MORNINGSTAR INC | 0.00% | $1,059,741 |
| OLLI OLLIES BARGAIN OUTLET HLDGS | 0.00% | $1,047,007 |
| ENTG ENTEGRIS INC | 0.00% | $1,009,432 |
| LGIH LGI HOMES INC | 0.00% | $965,349 |
| CIGI COLLIERS INTL GROUP INC | 0.00% | $962,273 |
| AMN AMN HEALTHCARE SVCS INC | 0.00% | $943,278 |
| MKTX MARKETAXESS HLDGS INC | 0.00% | $875,352 |
| SAIA SAIA INC | 0.00% | $860,996 |
| SPY SPDR S&P 500 ETF TR | 0.00% | $809,812 |
| BWMN BOWMAN CONSULTING GROUP LTD | 0.00% | $773,152 |
| BSY BENTLEY SYS INC | 0.00% | $765,714 |
| FND FLOOR & DECOR HLDGS INC | 0.00% | $718,114 |
| ADSK AUTODESK INC | 0.00% | $642,794 |
| BIL SPDR SER TR | 0.00% | $480,849 |
| NTES NETEASE INC | 0.00% | $444,717 |
| PSTG PURE STORAGE INC | 0.00% | $424,859 |
| TTEK TETRA TECH INC NEW | 0.00% | $411,284 |
| NKE NIKE INC | 0.00% | $394,152 |
| IWO ISHARES TR | 0.00% | $390,530 |
| MANH MANHATTAN ASSOCIATES INC | 0.00% | $385,187 |
| FIX COMFORT SYS USA INC | 0.00% | $375,837 |
| WING WINGSTOP INC | 0.00% | $332,956 |
| PYPL PAYPAL HLDGS INC | 0.00% | $322,549 |
| IOO ISHARES TR | 0.00% | $305,553 |